Client directory
Clients
Manage brands, contacts, portal access, and related activity from one workspace.
Clients
12
Active brands in your workspace
Portal enabled
9
Clients with portal access
Portal users
23
Invited and active contacts
Missing email
1
Clients needing primary contact
Clients
| Client | Phone | Portal | Properties | Activity | Added | Actions | ||
|---|---|---|---|---|---|---|---|---|
Royal Care GroupMark Henderson · Added 14 Jan 2024 |
finance@royalcare.co.uk | +44 161 234 5670 | Enabled3 portal users · Last login 24 Sep |
8View properties |
24 Sep 2026Inspection completed |
14 Jan 2024 | ||
Hillcrest ResidentialClaire Watson · Added 22 Sep 2023 |
accounts@hillcrest.co.uk | +44 117 925 4421 | Enabled2 portal users · Last login 23 Sep |
5View properties |
20 Sep 2026Quote accepted |
22 Sep 2023 | ||
Westgate PropertyDavid Lim · Added 11 Mar 2024 |
ap@westgate.co.uk | +44 121 642 1180 | Enabled1 portal user · Last login 12 Sep |
3View properties |
20 Sep 2026Invoice issued |
11 Mar 2024 | ||
Oakfield Care GroupHelen Sparks · Added 5 Jul 2023 |
billing@oakfield.co.uk | +44 113 380 1077 | Enabled4 portal users · Last login 24 Sep |
4View properties |
17 Sep 2026Inspection completed |
5 Jul 2023 | ||
Birchfield HousingPriya Sharma · Added 18 Oct 2023 |
finance@birchfield.co.uk | +44 114 287 6534 | DisabledNo portal users |
6View properties |
17 Sep 2026Fire door quote sent |
18 Oct 2023 | ||
Cornwallis CourtTom Riley · Added 2 Feb 2024 |
accounts@cornwallis.co.uk | +44 115 947 6612 | Enabled2 portal users · Last login 16 Sep |
2View properties |
16 Sep 2026Remedial approved |
2 Feb 2024 | ||
Liverpool ResidentialEmail missing · Added 15 Mar 2024 |
—Missing | +44 151 709 3320 | DisabledNo portal users |
1View properties |
12 Sep 2026Inspection scheduled |
15 Mar 2024 |
Client profile
Client
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- Properties
- 0 linked sites
- Activity
- No recent activity
- Commercial
- 4 live records
Pricing
What this client pays differently from your usual prices. Everything else follows your prices, including future changes to them.